Searches And Hires

Core-Plus
Western Trust Fund Redeems Allocation

A trust fund based in a Western state terminated one of its core-plus fixed-income managers during a recent meeting.

11.21.24
Private Equity
Mid-Atlantic Plan Explores Private Equity Portfolio Expansion

A university based in the Mid-Atlantic region is potentially increasing its allocation to the alternative asset class.

11.21.24
MRI/Social Investments
Mid-Atlantic Foundation Makes Impact Investment

A foundation based in the Mid-Atlantic region has added a new impact commitment to a venture firm focused on diverse-led manufacturing companies.

11.21.24
MRI/Social Investments
Southern Endowment Prepares Impact Investment RFP

An endowment fund based in a Southern state is looking to launch a second search for companies or fund managers related to its forestry-related impact investment program.

11.21.24
Consultant/OCIO/Discretionary
New England Pension Conducting Investment Consultant Search

The plan rehired its incumbent following a similar search conducted in 2017.

11.20.24
Passive Equity
Southern Fire Pension Rehires Index Manager, Custodian

The plan relaunched a search after initially hiring a firm last year.

11.20.24
Consultant/OCIO/Discretionary
Florida Pension Nabs Consultant

The pension fund concluded a general investment consultant search by selecting its incumbent this week.

11.20.24
Administrator/Record Keeper
Northwest Pension Plan Issues Record Keeper RFP

The pension plan has worked with incumbent Atéssa Benefits since 2015.

11.20.24
Consultant/OCIO/Discretionary
Southwest Water Authority Posts Retirement Consultant RFP

The authority is seeking the services on behalf of its defined benefit, 457(b) and 401(a) plans.

11.19.24
Small-Cap
New England Pension Concludes Small-Cap Equity, Global Bond Searches

The retirement system retained its equity manager and let go of its incumbent fixed-income manager.

11.19.24